RPWG Project List - Archived Copy

RPWG Project List - Archived Copy

(Archived 2/21/20)

 

Notes

-focus on P1 reports first

-have Reporting SIG find high priority reports

-bring in expenditures on ALL collections related reports

 

Definition of DONE

-query written and posted 

-capture testing on Cluster JIRA issue or REP issue if REP not part of a cluster

-track testing on REP keep REP issue open in JIRA until all testing is done (final stage is user acceptance testing)

 

Metadata Management - Inventory Data Elements for MVP Data Model

lnventory Data Elements from Christie Thomas

 

 

Title

Functional Area

Short Description

Reporting SIG Master Spreadsheet ID

Who will lead development

Estimated Completion Date

Status

Title

Functional Area

Short Description

Reporting SIG Master Spreadsheet ID

Who will lead development

Estimated Completion Date

Status

Circ Item Detail

Resource Access

Collections use - physical (internal): Charges and Renewals by collection type (regular, reserve, laptops, other equipment) patron group and Library. 

ID401

https://folio-org.atlassian.net/browse/REP-103

 

Kevin Walker

DONE

-Angela has finished testing query

-DONE!

-RPWG members encouraged to test against shared LDPQDEV

-to be presented in Reporting SIG 11/18

-looking for testers

-need to test against the LDPQDEV instance. This instance is based on ldp snapshot, but has supplemented test data.

-want to test against an LDP with live data

-code for the query is in github, needs to be tested in your particular reporting application. Become a user acceptance tester !

-Cheryl will test this against her own data

-Vandana will test

-Doreen will test

-we should have a good documentation by the end of the tests

Services Usage

Resource Access

Services usage (service point transactions by service point, time, day, date and transaction type); See David Bottorff at Chicago for more info

ID405

REP-243

 

Angela Zoss

11/18/19

-Angela has finished testing query

-DONE!

-RPWG members encouraged to test against shared LDPQDEV

-to be presented in Reporting SIG 11/18

-looking for testers

eUsage

 

 

ID 417 to 422 (419 and 421 have one P1); Other entries concerning eUsage are 005 (1 P1), 007 (1 P1), 008, 466, 495 and 726

Sharon Beltaine, Claudius

-RM clusters by 12/1/19

-part RM Cluster analysis (Sharon)

-Scott Perry and Sharon meeting on RM Clusters

Expenditures - IMPORTANT, but data not available yet

Resource Management

One model to cover several reports on expenditures

ID274, 261, 259 and other

Sharon and Scott?

-Sharon will ask Dennis Bridges to attend Reporting SIG meeting

-RM clusters by 12/1/19

-part RM Cluster analysis (Sharon)

-Scott Perry and Sharon meeting on RM Clusters

-the financial part is going to be quite stable in Edelweiss release

Shelf List Location, Pick List

-count number of items by location

-show call number, title, author

-filter by LC Class

 

Collections Management

ID322 - REP189

UXPROD-882

Eric Pennington (prototype), Eric and Christie Thomas (query)

 

-has arrays in JSON data, Eric working through

-add count of loans; make sure checkout date is not null

- Will rebrand as "pick list" and use this to meet MM pick list needs, make note that shelf list is also supported

-Eric met with Angela to go over prototype and prepare for query development

-Eric updated query reflect updates in the LDP

ACRL Report, includes IPEDs

 

Subqueries:

-Title Count: Christie Thomas

-Circulation: Cheryl and Angela

-Volume Count: Christie Thomas

-Expenditures: Scott and Nancy

 

Kevin Walker, Michael Patrick

-

-working on approach for various flavors of this report; large report with multiple subqueries

-could use help with subqueries

-parts of prototype divided up for different groups to work on 

 

External Statistics

without Expenditures

-include Digital Stocks, Journals, and Newspapers

 

 

ID243-ID261

 Sharon Beltaine

-Sharon, Scott, Linda, Ingolf, Veit, and Heather to define proposal; meeting scheduled for 5/14/19

-Ingolf: electronic more important (P1)

-RM clusters by 12/1/19

-part RM Cluster analysis (Sharon)

External Statistics

with Expenditures

-include Digital Stocks, Journals, and Newspapers

 

 

ID243-ID261

Kevin Walker, Sharon Beltaine

-RM clusters by 12/1/19

-part RM Cluster analysis (Sharon)

Loan Counts by Physical Format including renewals

-material type parameter

-an audio book with 5 CDs is counted as one loan

-institution determines what formats to include

-flexible on showing formats

Resource Access

 

ID406 and ID407

Kevin Walker

 

-prototype done (Kevin)

-Vandana to work on query development. Vandana is still working on it.

 

 

 

 

RA-Collections Use Cluster

 

 

https://folio-org.atlassian.net/browse/UXPROD-1915

Cheryl Malmborg, Angela

 

  • Cheryl Malmborg to create prototype

  • make sure related reports in the cluster are covered by the query

  • need renewal date attribute developed

  • Cheryl to update prototype to include loan type attribute

  • Cheryl to break up cluster to create additional clusters as needed working with Angela

  • will come from loan history table instead of loans

  • need to add loan type instead of material type

  • use code Cheryl and Angela develop for renewal dates, which can be used for renewal dates in other reports

  • Angela and Cheryl reviewed and Cheryl will update wiki documentation

RA-Missing Items Cluster

 

 

https://folio-org.atlassian.net/browse/UXPROD-2027

Vandana Shah

 

  • prototype done

  • query in progress

  • Vandana moved query to GitHub

  • Angela will review

  • Almost done, ready to move to GitHub

RA-Requests-Cluster

 

 

 

Sharon Beltaine

 

Sharon working on prototype after ERM prototype

RA-Fine/Fees Cluster

 

 

 

Cheryl Malmborg

 

-Cheryl working on prototype

-waiting on some Fine/Fees app development

RA- Delivery Services Cluster

 

 

https://folio-org.atlassian.net/browse/UXPROD-2021

 

 

Sharon working on prototype after ERM prototype

MM - Metadata Management Cluster

 

 

 

 

 

-Vandana, Tod, and Christie to prioritize MM cluster reports

-Laura and Christie documenting MM SIG requirements this week and will mesh them with Report requirements

-Vandana, Laura, Christie, Tod working on this 

 

 

OCLC Holdings Synchronization

 

 

UXPROD-879

Christie

 

-Christie has base query to adapt for ldp analytics

Un-cataloged materials

 

 

UXPROD-891

Christie

 

-Christie has base query to adapt for ldp analytics

ERM Reports

 

 

 

 

 

-documented by Ingolf

-Sharon to review with RM clustering and then start prototyping

-good to start prototyping, but not ready to get data via ERM API yet

-no ERM documentation, so use natural language